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Algert Global’s Evolent Health EVH Stock Holding History

Algert Global’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-191,581
Closed -$2.16M – 1188
2025
Q2 		$2.16M Hold
191,581
– – 0.05% 610
2025
Q1 		$1.81M Buy
+191,581
New +$1.94M 0.04% 624
2024
Q4 		– Sell
-23,025
Closed -$651K – 1219
2024
Q3 		$651K Buy
23,025
+12,570
+120% +$324K 0.02% 848
2024
Q2 		$200K Buy
+10,455
New +$267K 0.01% 1280
2024
Q1 		– Sell
-38,590
Closed -$1.27M – 1130
2023
Q4 		$1.27M Sell
38,590
-30,549
-44% -$864K 0.05% 556
2023
Q3 		$1.88M Buy
+69,139
New +$1.92M 0.09% 378
2023
Q1 		– Sell
-29,094
Closed -$817K – 1177
2022
Q4 		$817K Hold
29,094
– – 0.05% 643
2022
Q3 		$1.04M Buy
+29,094
New +$1.02M 0.06% 525
2022
Q2 		– Sell
-32,754
Closed -$1.06M – 1256
2022
Q1 		$1.06M Buy
32,754
+18,350
+127% +$480K 0.07% 497
2021
Q4 		$399K Hold
14,404
– – 0.05% 623
2021
Q3 		$447K Buy
+14,404
New +$346K 0.06% 576
2020
Q1 		– Sell
-14,333
Closed -$130K – 441
2019
Q4 		$130K Buy
+14,333
New +$116K 0.04% 339

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Algert Global's EVH Position: Q3 2025 in Review

Algert Global sold out of Evolent Health (EVH) in Q3 2025, closing a stake of 191,581 shares — an estimated $2.16M sold.

Algert Global first reported a position in EVH in Q4 2019 and held it in 12 quarters. The position peaked at $2.16M in Q2 2025. 240 funds tracked by Wall St. Rank hold EVH as of Q3 2025.

  • Algert Global reported no remaining Evolent Health position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 191,581 Evolent Health shares in Q3 2025, an estimated $2.16M.
  • Algert Global first reported a position in Evolent Health in Q4 2019 and held it in 12 quarters.
  • Algert Global's Evolent Health position peaked at $2.16M in Q2 2025.
  • 240 funds tracked by Wall St. Rank held Evolent Health as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.